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Advent Portfolio Exchange offers custom pricing plan
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simon r
06/14/19
"Good blend of CRM and Portfolio Admin functionality, but has limits"
What do you like best about Advent Portfolio Exchange (APX)? The UI/UX is simple and intuitive. The ease of transitioning from Portfolio Admin view to CRM view helps in bridging the client context to the assets they own. Ability to create custom client fields/data is essential and the product does this well.
AR
Alexandra R
01/11/19
"A solid system!"
What do you like best about Advent Portfolio Exchange (APX)? I think that there’s a lot of thought put into how the place the data and show fields across the board. Searching is quite intuitive.
AU
Anonymous User
09/06/19
"Decent product"
What do you like best about Advent Portfolio Exchange (APX)? The software give me good access to portfolio appraisals and reporting
